Forum Discussion
How to see all tasks by all staff over all planner boards in one schedule
Hello Sharyn_Mayne,
To see all tasks by all staff over all Planner boards in one schedule, you have 2 options:
- Option1: Combine Planner Boards into a Single Schedule
1. Create a new channel within the COMMUNITY EVENTS team called "Master Calendar" or a similar name.
2. In this new channel, add a new Planner tab.
3. Open each existing Planner board for the 26 channels, one at a time.
4. In each Planner board, go to the "Board settings" (the gear icon) and select "Copy Plan."
5. Choose the option to "Copy Plan to an existing Office 365 group or team" and select the "Master Calendar" channel as the destination.
6. Repeat steps 3-5 for all the Planner boards, copying them to the Master Calendar channel.
7. Once all Planner boards are copied, you will have a single Planner board in the Master Calendar channel that includes all tasks from the 26 events.
8. You can now view all tasks in one schedule by navigating to the Master Calendar channel and accessing the Planner tab.
- Option 2: Use a Third-Party Integration (Zapier, Asana, Trello, Monday.com, ...)
Regarding the question about creating one team per event instead of one channel per event, it would not make achieving the overall calendar any easier. In fact, it may complicate the process further as you would need to manage multiple teams and their associated Planner boards separately.
Overall, Option 1 provides a consolidated view of tasks from all 26 events in one Planner board within the Master Calendar channel. This approach allows you to maintain a single workspace while still tracking tasks across different events.
Kindest regards
Leon Pavesic
LeonPavesic Hi, I want to follow option 1, but I don't see an option to "select a channel as the destination" when I copy a planner into an existing group. Have these settings changed since the post, or do I need to enable something on my end? Thanks!
Hi jsantiano
you can copy a planner to a existing team by using a planner app.
You can choose a plan in the Planner (https://tasks.office.com/), click on the tree dots in the Plan and choose Copy a plan.Then, you can choose a Group (Team) in which you would want to copy your Plan.
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Kindest regards,
Leon Pavesic
(LinkedIn)LeonPavesic I am a bit confused, please help 🙂
In the instruction is written that we should copy the plan to the chanell
SO I have a team with such structure
team 1
- channell: project 1
- channell: project 2
- channell: master calendarAnd I do not know how to copy the planners from project 1 and project 2 to the master calendar, is it even possible? Or the master calendar should be a separate team site and not the channell?
Hi N_atalia,
thanks for your question.
If you have the same Team with 3 different channels, you can add an existing planners from channel project 1 and channel project 2 to a master calender by following these steps:
- go to master calender channel- In your master calender channel, select Add a tab +
- In the Add a tab dialog box, choose Tasks by Planner and To Do.
- In the Tasks by Planner and To Do dialog box, choose: Use an existing task list to choose an existing Planner plan to add to a tab in this channel - here you can choose your existing plan in channel project 1 or channel project 2- Choose whether to post to the channel about the tab, and then select Save.
The tab will be added alongside your other team channel tabs, and you'll be able to start adding tasks to your board.- Repeat this procedure to add a planner from channel project 2
It is important to note that adding planners is possible if your master calender channel is not a private channel.
Use Planner in Microsoft Teams - Microsoft Support
Please click Mark as Best Response & Like if my post helped you to solve your issue.
This will help others to find the correct solution easily. It also closes the item.If the post was useful in other ways, please consider giving it Like.
Kindest regards,
Leon Pavesic
(LinkedIn)
